Agile CRM + Peak Funnels Integration

Connect Agile CRM to Peak Funnels - Automate your workflows in 1-click

Make use of Agile CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Set up Peak Funnels automations to send personalized campaigns, capture leads from various sources, and track campaign performance. Get the best of both with Integrately’s Agile CRM + Peak Funnels integration.
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Ready Workflows For Agile CRM + Peak Funnels Integration

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Agile CRM + Peak Funnels Integration

Create Peak Funnels contact for new Agile CRM contact

If you're using Agile CRM to manage your sales leads, it's important to also use Peak Funnels to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Agile CRM, a corresponding contact will automatically be created in Peak Funnels.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Create Your Own Agile CRM & Peak Funnels Integration Without Any Code

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2. Select what action you want to automate
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Agile CRM + Peak Funnels Integration
1.
  • Agile CRM
    Contact is created in Agile CRM

    Triggers the automation whenever a new contact is created

  • Agile CRM
    Tag is added to contact in Agile CRM

    Triggers the automation whenever a tag is added

  • Agile CRM
    Deal is created in Agile CRM

    Triggers the automation whenever a deal is created

  • Agile CRM
    Deal milestone is changed in Agile CRM

    Triggers the automation whenever a deal milestone is changed

  • Agile CRM
    Task is created in Agile CRM

    Triggers the automation whenever a new task is created

  • Agile CRM
    Event is created in Agile CRM

    Triggers the automation whenever a new event is created

  • Agile CRM
    Case is created in Agile CRM

    Triggers the automation whenever a new case is created

  • Peak Funnels
    Contact is created or updated in Peak Funnels

    Triggers the automation whenever a contact is created or updated

    Instant
  • Peak Funnels
    Booking is created in Peak Funnels

    Triggers the automation whenever a new booking is created

    Instant
  • Peak Funnels
    Order is created in Peak Funnels

    Triggers the automation whenever a new order is created

    Instant
  • Peak Funnels
    Order is updated in Peak Funnels

    Triggers the automation whenever any order is updated

    Instant
  • Peak Funnels
    Form response is created in Peak Funnels

    Triggers the automation whenever a form is filled

    Instant
  • Peak Funnels
    Product is created in Peak Funnels

    Triggers the automation whenever a new product is created

    Instant
  • Peak Funnels
    Product is updated in Peak Funnels

    Triggers the automation whenever a product is updated

    Instant
2.
  • Agile CRM
    Create contact in Agile CRM

    Automatically adds a new contact to the database

  • Agile CRM
    Update contact in Agile CRM

    Automatically updates contact information with new details

  • Agile CRM
    Add score to contact in Agile CRM

    Automatically assigns a score to a contact

  • Agile CRM
    Add tag to contact in Agile CRM

    Automatically assigns a tag to a contact

  • Agile CRM
    Create deal in Agile CRM

    Automatically generates a new deal with

  • Agile CRM
    Create task in Agile CRM

    Automatically creates a new task

  • Agile CRM
    Add note in Agile CRM

    Automatically adds a note to the selected item

  • Agile CRM
    Search contact in Agile CRM

    Automatically finds and retrieves contact information

  • Agile CRM
    Search company in Agile CRM

    Automatically find information about a company

  • Agile CRM
    Create company in Agile CRM

    Automatically generates a new company profile with given details

  • Agile CRM
    Subscribe to campaign in Agile CRM

    Automatically subscribes to a campaign

  • Agile CRM
    Add event in Agile CRM

    Automatically schedule an event

  • Peak Funnels
    Delete contact in Peak Funnels

    Automatically removes a contact from the address book

  • Peak Funnels
    Search contact in Peak Funnels

    Automatically finds and retrieves contact information

  • Peak Funnels
    Update contact in Peak Funnels

    Automatically updates contact information with new details

  • Peak Funnels
    Create contact in Peak Funnels

    Automatically adds a new contact to the database

  • Peak Funnels
    Create product in Peak Funnels

    Automatically generates and launch new products

  • Peak Funnels
    Update product in Peak Funnels

    Automatically updates product information

  • Peak Funnels
    Search product in Peak Funnels

    Automatically searches for a product

  • Peak Funnels
    Create member in Peak Funnels

    Automatically adds a new member to the system

  • Peak Funnels
    Delete member in Peak Funnels

    Automatically removes a member from the system

  • Peak Funnels
    Update member in Peak Funnels

    Automatically updates a member's information

  • Peak Funnels
    Create member group in Peak Funnels

    Automatically creates a new group of members

  • Peak Funnels
    Update member group in Peak Funnels

    Automatically updates the particular member group

  • Peak Funnels
    Delete member group in Peak Funnels

    Automatically deletes a member group

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Integrate Agile CRM & Peak Funnels In 1 Click
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